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Pon & Associates

Pon & Associates

Helping you achieve your financial goals with smart tax and financial planning.

  • Accounting
  • 2-10 employees employees
  • Redwood City, California
  • 1.1k

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, individuals, trusts, and estates.
  • IRS and State Audit Representation
  • Financial Planning
  • Estate Planning and Preparation
  • Business startup services including Business Planning
  • Tax Planning and Consulting
  • Charitable Planning

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

4.6

(61)
75%
13%
5%
5%
2%

SH

This course was short but very informative and very helpful for an aspiring me. It also helped me understand how to plan or understand when I receive RSU, ESPP, etc: I highly recommend it!!

NB

good lecture

SG

I would like to take a course on how to conduct Tax Research in the USA

BL

Great course with in-depth knowledge and good examples. The instructor is very knowledgeable in the area.

MS

Larry is one of my favorite instructors. I specifically look for his name when choosing courses.

JM

Good info.

LG

Lawrence Pon was an excellent presenter and kept his teaching interesting and to the point of the subject. I really enjoyed it.

FS

I was able to take two particular items to use with my clients. I thought this would be a "dry" webinar, but it was highly informative and both instructors had great personalities.

KC

Great webinar - presented well and very informative!

JW

Excellent presentation. Thank you.

JO

This program was very informative

BR

This was my first webinar with you and if they are all like this I shall do more. Very good.

JJ

Excellent Presentation!

DF

Good overall review

JB

Very informative and helpful. Thumbs up!

WT

Very informative

PR

I thoroughly enjoyed the course. The speaker was excellent and did a great job.

MM

As an enrolled agent this is something that I will use in my tax practice. Very good presentation and relevant material. Presenter was very good and very organized presentation. Love the 2 hour webinars.

GF

Excellent speaker - The best I have listened to - and I use a lot of your webinars.

KJ

Very good instructor. Really knows his subject matter.

JS

Excellent fact filled webinar

PC

Handouts were extremely helpful and informative.

GK

The instructor had an excellent delivery and understanding of all relevant topics. He was also very courteous and prompt in responding to questions.

MS

Larry was one of the best instructors ever in my 40+ years of attending seminars.

ADA

Great presenter, simple and easy to understand.

SF

Very informative

BAW

The presenter was great. It was obvious that he has a practice that serves all levels of income. He was practical and expressed some of the same feelings that we, here in the field, doing the work, feel about what has to be done. All 3 of us in the office listened to the seminar and all appreciated the realness of the presenter. I'd take one of his seminars again!

NF

Thank you, Mr. Pon for the informative, concise course on 2020-2021 updates. The information was great and you delivered in a very understandable manner. I would have liked a few more examples of situations but realize time is also a factor in the course.

DR

I really loved the way the instructor thought this class, very well explained!

AH

The instructor knows his stuff! He was also great about presenting topics in real world use cases.

SL

Very good 2 hours on current tax.

BB

Great Instructor, I am fairly new to taxes and he made everything completely understandable without having a long background in taxes.

YR

I found out a lot today

LC

This webinar had current, timely information which I needed before the end of the 2021 year. It made sense out of information I had read in various publications and delineated clearly between prior law, new law and proposed law. Highly recommended!

LM

GREAT PRESENTATION!!

MG

The material was clearly presented, with examples that were very helpful.

WF

It was clear information, with examples. great class.

JT

excellent presentation, knowledgeable presenter, good platform.

CL

Great instructor

FH

Larry is a very good instructor, I truly enjoyed the update

PF

good content; excellent presenter.

CHL

Very knowledgeable

MS

Instructor was fantastic. He was very well prepared

LS

a very helpful lecture on a confusing topic

GA

This was by far the most educational and pleasant myCPE course I have taken. The instructor was knowledgeable, pleasant and engaging, presenting the information in an understandable manner. He shared a wealth of valuable, timely information. I am putting some of the handout information in my office resource book because I know I will need to refer to it in the future.

FR

Rewarding

TT

I was not able to download the handouts. I did message during the class. There was a posting in the chat that you could access the materials there.....but there was nothing to click on to download them. I would still like to have the handouts. If someone could email them to me at suncresttax@outlook. com, I would really appreciate it.

NH

It addressed several aspects of RE taxation that broaden a tax professionals scope of knowledge.

SS

The information was pertinent to both my personal and work. More applicable scenarios would have helped understand some of the more complexities.

LR

I would cut down, especially at the conclusion, so many personal stories/experiences.

JB

Very good presenter on a subject I had little knowledge on. It provided some background so I have a better understanding of these kind of stock options. I rarely, if ever, deal with the types of clients who have options to the extent the presenter does, but it still helped me to understand the basics.

TS

Helped with my understanding of different stock options but I feel that there is more that needs to be learned.

RR

The instructor was very knowledgeable about the topic and explained the information very well. I would recommend this course to others.

NB

This was my first self-study from myCPE and I found it incredibly easy and useful.

JMM

Not bad - a little wordy - could have been shorter in length

GF

For our office there was too much emphasis on proposed law changes and not enough related to the upcoming tax season. Instructro was knowledgeable and presented info well, it just wasn't overly relevant for us.

RM

I am very upset that after paying for this program, My-CPE is withholding my credit for it until I complete this survey. Since I am being forced to complete a survey after paying for the course. I will no longer use My-CPE

KC

No transcripts or closed captioning

AC

Instructor mostly read from or paraphrased the presentation slides including the examples/calculations.

RR

There were issues with the video had to start and stop it multiple times. There were no handouts and key terms to download from the website. I would appreciate if someone could send me the handouts.

PC

I Couldn't get the video to work.

$20
Retirement Planning Update

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